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Investor Marketing Manager

Haverkamp Properties · haverkamp-properties.com
AmesLead / Manager
Apply on Haverkamp Properties’s site
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Straight from the company’s own careers site.

The job in short

Marketing for investors.

MarketingCompliance

Details

Found
36 d ago · posted 2026-09-30
Location
Ames, IA, US

Full description

Description The Investor Marketing Manager will lead marketing strategies that build investor awareness, generate qualified inbound leads, and support capital-raising objectives. This role will create a scalable system for attracting, educating, and nurturing prospective investors. The position will partner with finance, asset management, compliance, subject-matter experts, and the marketing team to deliver accurate, compliant, and institutional-quality investor marketing. This is a marketing and lead-generation role. It does not include direct solicitation, investment recommendations, or activities requiring securities registration. Key Responsibilities Investor Lead Generation and Funnel Management • Develop strategies that generate qualified investor interest. • Own the investor marketing funnel, including lead capture, segmentation, nurture campaigns, CRM workflows, and conversion tracking. • Manage HubSpot or a comparable marketing automation platform. • Establish processes for qualifying and transferring investor inquiries to appropriately licensed representatives. Fund Positioning and Campaign Strategy • Develop clear positioning and messaging for funds and investment offerings. • Translate investment strategies, performance, and market opportunities into investor-friendly narratives. • Create integrated marketing plans for fund launches, investment opportunities, and investor education. • Ensure consistent messaging across campaigns, events, materials, and digital channels. Investor Communications and Content • Lead investor email, newsletter, educational content, and nurture strategies. • Direct the development of pitch decks, one-pagers, fund summaries, case studies, landing pages, and digital content. • Provide strategic direction and content briefs to internal and external marketing resources. • Maintain a library of current, approved, and compliance-ready materials. Digital Marketing and Events • Manage investor-focused strategies across the website, email, LinkedIn, paid media, and landing pages. • Develop marketing plans for webinars, dinners, presentations, and investor events. • Coordinate audience targeting, promotion, registration, lead capture, and follow-up. • Track event engagement and resulting investor opportunities. Analytics and Optimization • Establish key performance indicators for investor marketing. • Track lead generation, campaign engagement, conversions, and marketing-attributed opportunities. • Provide performance reporting and recommendations to leadership. • Manage the investor marketing budget and optimize campaigns based on results. Compliance Coordination • Coordinate compliance review and approval of investor-facing communications. • Maintain documentation of approved materials and campaigns. • Ensure marketing activities remain separate from securities-related activities requiring registration or licensing. Requirements Required • Three to seven or more years of experience in financial services, investment marketing, real estate investment marketing, or a related field. • Experience developing lead-generation and nurture strategies. • Strong writing, messaging, digital marketing, and project-management skills. • Ability to translate complex financial concepts into clear communications. • Experience using campaign data to improve marketing performance. • Strong attention to detail and comfort working in a regulated environment. Preferred • Experience marketing private placements, investment funds, or alternative investments. • Experience communicating with accredited or high-net-worth investors. • Familiarity with securities marketing compliance. • Experience with HubSpot or a comparable platform. • Familiarity with real estate investment terminology and fund structures.

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